We offer great flexibility, allowing you to customize many details of your generated documents. Let us know via chat if you need any additional features—we're happy to help! 😊
✅ Default document language
We aim to automatically select the language based on the customer's billing country.
Example
Let's say that the country on the customer billing address is Poland, so the app tries to create the document in Polish, but if there is not Polish option in iDoklad, the app uses your default value when generating, which is Czech:
✅ Unit
Any text entered here will appear on the document for each item. If left blank, no unit name will be included on the invoice.
Example
If you enter "PC" on the app dashboard:
Within iDoklad you will see this unit name at every document item:
✅ Description of document
This text will be shown as a description of the document in iDoklad. You can use this merge tags: {{order_number}}, {{order_id}}.
Additionally, you can use this description when composing the email that is sent to to the customer.
Example
If you enter 'Order number: {{order_number}}' on the app dashboard:
Within iDoklad you will see this:
✅ Variable symbol
Choose a variable symbol to be included on your documents. It will be shown on the generated document. If you choose 'None', your variable symbol field will be empty.
Example
If you choose 'Order number' on the app dashboard:
Within iDoklad you will see this:
✅ OSS forwarding
When enabled, documents for EU orders outside your store’s country will be labeled “OSS” in iDoklad. If this setting is turned off, the app won’t apply the OSS label—even if the transaction would otherwise qualify—because this toggle takes precedence. To display the OSS label, make sure this option is turned on.
You will see this in iDoklad when a document is labeled as 'OSS'
✅ Behavior of the 'Address Line 2' field
The data entered by the buyer in the 'Address Line 2' field during checkout can be transferred automatically to iDoklad as either a VAT ID (DIČ) or Company ID (IČO). If you choose 'Default', address line 2 will work like a standard way, as additional address information field.
After saving it here, to change the label and placeholder of this field from "Address line 2" to VAT/DIC, etc. » Follow these instructions
Example
If you choose 'Collect VAT ID' on the app dashboard:
Within iDoklad you will see this under customer's data:
✅ Bank account
You can create and edit your bank accounts in your iDoklad account. If you don't see your account in this list, click 'Refresh list now' and wait a little. Your selected bank account details will be shown on your created documents.
If no bank account is selected, no bank account information will be shown on the created document:
✅ Comment
This text will be shown in the comment section of your created document as a private note, so your customer will not see this. You can use this merge tags: {{order_number}}, {{order_id}}
Example
If you enter 'Shopify order number is {{order_number}}' on the app dashboard:
Within iDoklad you will see this:
✅ Numbering sequences
🔄 To sync your document numbering with your Shopify order number, the only working solution is to manually align the numbering sequence in your invoicing system: Go to Settings → Sale → Numbering and adjust the Serial number ({NNNN}) so it continues from your latest Shopify order. This ensures that future documents match your Shopify order numbers as closely as possible.
Since the iDoklad platform does not provide a merge tag that automatically takes over the Shopify Order ID, a 100% automatic synchronization is not technically possible. This manual adjustment ensures that future documents match your Shopify order numbers as closely as possible.
By default we use your iDoklad default numbering sequence, but you can override that by choosing another option here.
Click 'Refresh list now' button to see the latest list from iDoklad settings. If you do not see the list, try to refresh again, wait a little and you will see the list.
Example
First, within iDoklad, manage your numbering sequences and Save them:
On the app dashboard, click 'Refresh list now' and choose this numbering sequence:
Within iDoklad you will see this, documents are numbered based on your settings:
⚙️ Other settings:
Content parameters not listed above – that you can't configure on your dashboard – work like this:
Paid status syncing
We do not update the Shopify order financial status based on iDoklad changes. Instead, we determine the financial status of the created document based on the Shopify order's financial status at the time of the trigger.
If the order is unpaid when the trigger runs → The document will be unpaid.
If the order is paid when the trigger runs → The document will be paid.
If an unpaid invoice exists and the order is changed to paid, we update the invoice status to paid.
TAX (VAT & OSS) Settings
Please note that our app always works based on your Shopify order data, your Shopify tax settings, and the invoicing system settings.
The exact configuration of Shopify and your invoicing system (e.g. VAT rules, OSS, exemptions, etc.) can be very specific to your business and country. For this reason, we strongly recommend involving a tax advisor or accountant to make sure everything is set up correctly and fully compliant.
Here are the use cases to help you understand what to configure in Shopify to create the desired document:
Domestic sales (B2C/B2B) – the VAT rate of the shop’s country (e.g. CZ → 21%) is applied.
EU B2C sales to another country (OSS) – the customer’s country VAT rate applies, and the OSS label may appear.
a. 👉 OSS logic: OSS is applied when the buyer is in the EU, the sale is B2C, and the shipping country differs from your store’s country. In this case, the customer’s country VAT rate is used. Since iDoklad has an OSS switch, the OSS label will appear only when it’s turned ON in your dashboard and in iDoklad. If it’s turned off, the OSS label won’t appear — even if the transaction qualifies for OSS.
Product tax override – if a product has a different VAT rate override, the invoice shows that VAT rate.
(Only valid VAT percentages for that country can be used.)
Product tax exempt – the product line is marked “exempt from VAT” in the document language.
(In Shopify: Charge tax on this product → unchecked.)
Order tax exempt – the whole order shows 0% VAT, with an “exempt from VAT” note on the invoice.
(In Shopify: Charge taxes → unchecked on the order.)
Customer tax exempt – the invoice note shows “exempt from VAT” in the document language.
(In Shopify: Customer > Tax details > Don’t collect tax.)
Reverse charge (EU B2B) – invoice VAT is 0%, with a Reverse Charge (EU/UK) note above items in the document language.
(In Shopify: Collect tax unless exemptions apply → Reverse Charge (EU/UK).)Export (outside EU) – no VAT is applied; the invoice shows 0% VAT. (Shipping address outside the EU.)
Merchant not collecting taxes in a region – VAT column shows 0% if the iDoklad account is VAT-payer, or disappears completely if non-VAT payer.
(In Shopify: set in Markets.)
Currency
We use Shopify order data. So if the order is in EUR, the created document will use EUR, too.
Dates
Issue date:
By default, we set the issue date to the date when the document is created based on your trigger settings
Delivery date:
The same as the Issue date.
Due date:
We use your iDoklad default invoice's due date setting (Date Maturity).
Dates on Credit notes
Issue date:
When credit note is created
Tax date:
Same as the Tax date of the original document
Due date:
iDoklad's default date
Shipping fee
We use the shipping fee within the Shopify order. You can set up custom shipping rate under Admin » Shipping and Delivery
Email template, email content
You can configure the content within iDoklad » Settings » Emails and communication » Edit the body text of the emails
Payment method
We aim to automatically select the payment method based on the Shopify order data. If we can't determine it, we use your default payment method in iDoklad
Constant symbol
We use iDoklad default settings. You can change it within iDoklad » Settings » Sale
Discount
Discounts are always applied against the gross order total, and the deducted value appears as a negative entry (except for shipping).
General logic:
On proforma invoices, each discount is shown as a separate negative line item, with the discount name(s) or code(s), Example:
DISCOUNT1_NAME / CODE, DISCOUNT2_NAME / CODE.On other documents, discounts are recorded in the dedicated discount field, again with the applicable discount name(s) or code(s) listed
Shipping discount (Free Shipping): the shipping cost line is not shown at all; it is immediately zeroed out.
Percentage discounts (Custom %): whether applied per item or at the order level, the corresponding percentage is deducted from the gross total and displayed as a separate discount (negative line on Proforma, discount field on Invoice).
Fixed amount discounts (Custom Amount): available per item or order-wide; the specified amount is subtracted from the gross total and displayed as a negative discount (e.g., 2×3 EUR = −6 EUR), again as a separate line on Proforma or in the discount field on Invoice.
✨ Extra features
These features aren't strictly part of the generated document's content, but they help streamline your workflow as a merchant and save you time.